LEA
IBM icon

Legacy Edge Advisors’s IBM IBM Stock Holding History

Legacy Edge Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Sell
1,103
-28
-2% -$7.05K 0.03% 187
2026
Q1 		$274K Buy
1,131
+77
+7% +$20.8K 0.03% 191
2025
Q4 		$312K Hold
1,054
– – 0.03% 179
2025
Q3 		$297K Sell
1,054
-10
-0.9% -$2.62K 0.04% 170
2025
Q2 		$314K Buy
1,064
+37
+4% +$9.53K 0.04% 161
2025
Q1 		$255K Buy
1,027
+54
+6% +$13.2K 0.04% 161
2024
Q4 		$214K Sell
973
-118
-11% -$26.3K 0.03% 171
2024
Q3 		$241K Buy
+1,091
New +$214K 0.04% 167

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Edge Advisors's IBM Position: Q2 2026 in Review

Legacy Edge Advisors reduced its IBM (IBM) stake by 2.5% in Q2 2026, selling an estimated $7.05K and leaving 1,103 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #187.

Legacy Edge Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Legacy Edge Advisors held 1,103 shares of IBM worth $310K as of Q2 2026.
  • Legacy Edge Advisors sold 28 IBM shares in Q2 2026, an estimated $7.05K.
  • IBM made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #187 holding.
  • Legacy Edge Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Legacy Edge Advisors's IBM position peaked at $314K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.